Get the free Form 8937 (Rev. December 2011) - American Century Investments

8937 Report of Organizational Actions Affecting Basis of Securities Form (December 2011) Department of the Treasury Internal Revenue Service Part I See OMB No. 15452224 separate instructions. Reporting

How to fill out form 8937 rev december

How to fill out form 8937 rev december

1. Read the instructions for form 8937 rev december to familiarize yourself with the requirements.
2. Start by entering the name of the issuer and the issuer's EIN.
3. Provide the date of the corporate action that triggered the need for the form.
4. Include a description of the corporate action and the number of class of shares or series affected.
5. Specify the fair market value per share or series.
6. Calculate the total number of shares or series affected.
7. Determine the aggregate fair market value of all the affected shares or series.
8. Complete the remaining sections of the form, including the responsible party's information and the date of filing.
9. Double-check all the information provided before submitting the form.
10. Attach any necessary supporting documentation and send the completed form to the appropriate tax authority.

Who needs form 8937 rev december?

1. Issuers of securities who have engaged in certain corporate actions need form 8937 rev december.
2. These corporate actions include organizational actions such as mergers, acquisitions, or consolidations.
3. Additionally, issuers who have made significant modifications to the terms of their securities may also need to file this form.
4. It is important to consult the IRS guidelines or a tax professional to determine if the specific corporate action requires the filing of form 8937 rev december.

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What is form 8937 rev december?

Form 8937 rev december is used to report organizational actions that affect the basis of securities.

Who is required to file form 8937 rev december?

Any issuer of a security that has undergone an organizational action that affects the basis of the security.

How to fill out form 8937 rev december?

Form 8937 rev december must be filled out with accurate information regarding the organizational action and its impact on the basis of securities.

What is the purpose of form 8937 rev december?

The purpose of form 8937 rev december is to report such organizational actions to the IRS and to ensure accurate basis reporting.

What information must be reported on form 8937 rev december?

The form must include details of the organizational action, its impact on the basis of securities, and any other relevant information.